Brown Financial Advisors

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Milford, OH
CIK
0002035548
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 125 242,888 SPLG, SPYI, SPDW, XBJL 13F-HR 11/18/2024 000203554824000003
Q2 2024 219 223,766 SPLG, SPDW, DMBS, IGIB 13F-HR 8/30/2024 000203554824000001